Plan Snapshot
- Plan Sponsor: Baskervill & Son, P.C.
- Sponsor EIN: 541258151
- Sponsor Address: THREE JAMES CENTER, RICHMOND, VA, 232194029
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 187 | $23.3M | $214,752 | $1.7M |
| 2023 | 176 | $22.9M | $204,469 | $1.5M |
| 2022 | 162 | $20.0M | $173,615 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KEITER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $55,716 | — | $55,716 | — | — |
| 2023 | $50,225 | — | $50,225 | — | — |
| 2022 | $47,918 | — | $47,918 | — | — |